永顺泰：红海危机对公司运输成本和时间影响可控

Core Viewpoint - The Red Sea crisis is causing global shipping logistics to reroute around the Cape of Good Hope, leading to a delay of approximately 7 to 15 days in the Asia-Europe shipping cycle, which will affect shipping costs and the availability of vessels [1] Company Response - The company primarily uses imported barley as raw material, sourcing from countries such as Australia, Canada, France, and Argentina [1] - In response to the impact on the Asia-Europe shipping route, the company is increasing procurement from other regions while reducing barley purchases from Europe [1] - Overall, the impact of the Red Sea crisis on the company's transportation costs and timelines is manageable [1]